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          Videos, Podcasts & Reading

          The Vision Behind ATT: Mike Seidenberg on Technology Investing

          Discover the story behind Allianz Technology Trust in this conversation with Portfolio Manager Mike Seidenberg, recorded in San Fransisco. Mike shares his personal journey and investment philosophy, explaining how the trust provides investors with access to the dynamic world of technology innovation. Based in proximity to Silicon Valley, Mike and the Global Technology Team leverage their unique position to identify compelling investment opportunities in the sector that continues to drive global growth.

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          11/11/2025

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          The AI Ecosystem Play: It's Not Just About the Chips

          Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration. Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.

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          08/10/2025

          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Searching for gems in the tech sector

          In this episode of Silicon Valley Byte Size, Cherry Reynard sits down with Allianz Technology Trust fund manager Mike Seidenberg to explore the overlooked corners of the tech sector. While mega-cap stocks dominate headlines, Mike shares insights on emerging opportunities in consumer tech, cybersecurity, and artificial intelligence. He also discusses how the Trust is navigating market volatility, the potential of quantum computing, and real-world applications of AI that are already reshaping industries. Tune in for a grounded, forward-looking perspective on where tech is headed next.

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          11/06/2025

          Videos, Podcasts & Reading

          Allianz Technology Trust 2025 AGM

          This is a summary recording of the Company's Annual General Meeting (AGM) which was held on 23 April 2025, including an update from Lead Portfolio Manager, Mike Seidenberg.

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          06/06/2025

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          AI euphoria versus economic realities – tech in 2025

          After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded before the recent tariff announcements and the associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created.

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          15/04/2025

          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Positioning for 2025 – the year ahead in tech

          As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for growth and how the team are positioning the trust for 2025.

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          21/02/2025

          Videos, Podcasts & Reading

          Reflecting on 2024

          Lead Portfolio manager Mike Seidenberg, sat down with host Cherry Reynard to reflect on the past year discussing his expectations versus how the year unfolded – mentioning some notable winners. He also shared his thoughts on the potential impact of the upcoming US presidential elections and what he’s looking forward to in 2025.

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          05/11/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Beyond the behemoths

          In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

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          31/10/2024

          Videos, Podcasts & Reading

          Allianz Technology Trust: October 2024 Update

          Watch Lead Portfolio Manager Mike Seidenberg deliver an update on Allianz Technology Trust for the Doceo platform. He covers the Trust's current positioning, explores the potential of generative AI, and explains how this secular theme is represented in the portfolio—without getting swept up in the hype. Mike also discusses recent portfolio additions, including Spotify and Palantir.

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          25/10/2024

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          Allianz Technology Trust News

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            Allianz Global Investors represents products and services of Allianz Global Investors UK Limited. Allianz Global Investors UK Limited is an investment company, incorporated in the United Kingdom, with its registered office at 199 Bishopsgate, London, EC2M 3TY.

            Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

            Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: Sector Specialists – Technology, Media & Telecoms.

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            Investments

            You should always bear in mind that:

            Past performance does not predict future returns.

            The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

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            In a building society your money is secure, whereas in a stock market-based investment it is exposed to a degree of risk and the value of your investment will fluctuate up and down.

            Allianz Technology Trust PLC is a quoted company listed on the London Stock Exchange. Its share prices are determined by factors including demand which means that the shares may trade below (at a discount) or above (at a premium to) the underlying net asset value.

            Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust’s returns more volatile than the returns of a fund that does not invest in similarly related companies. Investment trusts can enhance returns through gearing. This can boost a Trust’s returns when investments perform well, though losses can be magnified when investments lose value. This Trust does not currently employ gearing. Derivatives can be used to manage the Trust efficiently.

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